| Activest Wealth Management | 284 | $58.6K | 0.01% | +284 | New |
| EFG International AG | 263 | $54.3K | 0.00% | +41+18.5% | Added |
| Abound Wealth Management | 250 | $51.6K | 0.01% | −2−0.8% | Reduced |
| Estabrook Capital Management | 250 | $51.6K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 245 | $50.6K | 0.02% | −27−9.9% | Reduced |
| Wolff Wiese Magana LLC | 243 | $50.1K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 240 | $49.5K | 0.01% | +240 | New |
| Murphy & Mullick Capital Management Corp | 237 | $48.9K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 234 | $48.3K | 0.01% | +224+2,240.0% | Added |
| Strategic Wealth Partners, Ltd. | 225 | $46.4K | 0.00% | −4−1.7% | Reduced |
| Quantbot Technologies LP | 224 | $46.2K | 0.00% | +224 | New |
| Compagnie Lombard Odier SCmA | 220 | $45.4K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 211 | $43.6K | 0.03% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 202 | $41.7K | 0.02% | +202 | New |
| Board of the Pension Protection Fund | 200 | $41.3K | 0.04% | −15,600−98.7% | Reduced |
| Private Trust Co NA | 194 | $40.0K | 0.00% | +44+29.3% | Added |
| Action Point Financial Planning, LLC | 197 | $39.8K | 0.00% | +197 | New |
| Raiffeisen Bank International AG | 200 | $39.8K | 0.00% | +80+66.7% | Added |
| Brown, Lisle/Cummings, Inc. | 191 | $39.4K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 190 | $39.2K | 0.01% | +190 | New |
| Raleigh Capital Management Inc. | 188 | $38.8K | 0.01% | −15−7.4% | Reduced |
| Atlantic Union Bankshares Corp | 187 | $38.6K | 0.00% | −101−35.1% | Reduced |
| Private Wealth Asset Management, LLC | 179 | $36.9K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 176 | $36.3K | 0.00% | −814−82.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 163 | $34.6K | 0.00% | +109+201.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 165 | $34.0K | 0.01% | −185−52.9% | Reduced |
| Continuum Advisory, LLC | 161 | $33.2K | 0.00% | +161 | New |
| Fourth Dimension Wealth, LLC | 158 | $32.6K | 0.01% | +13+9.0% | Added |
| Keating Financial Advisory Services, Inc. | 157 | $32.4K | 0.00% | +32+25.6% | Added |
| Bell Investment Advisors, Inc | 154 | $31.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 150 | $30.9K | 0.02% | +81+117.4% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 150 | $30.9K | 0.00% | +150 | New |
| ORG Wealth Partners, LLC | 150 | $30.9K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 147 | $30.3K | 0.02% | 00.0% | Unchanged |
| SHP Wealth Management | 147 | $30.3K | 0.00% | −55−27.2% | Reduced |
| Private Wealth Management Group, LLC | 146 | $30.1K | 0.01% | −2−1.4% | Reduced |
| Cornerstone Planning Group LLC | 162 | $29.7K | 0.00% | +88+118.9% | Added |
| LGT Financial Advisors LLC | 139 | $28.7K | 0.15% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 137 | $28.3K | 0.00% | +97+242.5% | Added |
| Torren Management, LLC | 136 | $28.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 135 | $27.9K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 130 | $26.8K | 0.00% | −161−55.3% | Reduced |
| Fortitude Family Office, LLC | 127 | $26.2K | 0.01% | +3+2.4% | Added |
| McDonald Partners LLC | 125 | $25.8K | 0.01% | +125 | New |
| Copia Wealth Management | 119 | $24.6K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 116 | $23.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 110 | $23.0K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 110 | $22.7K | 0.01% | +5+4.8% | Added |
| Kozak & Associates, Inc. | 100 | $20.9K | 0.00% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 101 | $20.8K | 0.01% | −1−1.0% | Reduced |
| Brown Brothers Harriman & Co | 100 | $20.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $20.6K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 100 | $20.6K | 0.02% | +100 | New |
| St Germain D J Co Inc | 97 | $20.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 97 | $20.0K | 0.00% | +17+21.3% | Added |
| 1015 Capital Partners, LLC | 96 | $19.8K | 0.02% | −21−17.9% | Reduced |
| Horizon Financial Services, LLC | 96 | $19.8K | 0.01% | +96 | New |
| Adirondack Trust Co | 93 | $19.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 92 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 82 | $17.2K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 73 | $15.1K | 0.00% | +73 | New |
| High Note Wealth, LLC | 71 | $14.6K | 0.00% | +21+42.0% | Added |
| IMA Wealth, Inc. | 67 | $13.8K | 0.00% | +40+148.1% | Added |
| Bogart Wealth, LLC | 67 | $13.8K | 0.00% | +42+168.0% | Added |
| Wilkerson Advisory Group LLC | 66 | $13.6K | 0.00% | +5+8.2% | Added |
| Silver Grove Financial Group, Inc. | 65 | $13.4K | 0.01% | +65 | New |
| Rothschild Investment LLC | 65 | $13.3K | 0.00% | −2−3.0% | Reduced |
| Avion Wealth | 63 | $12.0K | 0.00% | +7+12.5% | Added |
| Grove Bank & Trust | 55 | $11.3K | 0.00% | +55 | New |
| Kayne Anderson Rudnick Investment Management LLC | 50 | $10.4K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 50 | $10.3K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 50 | $10.3K | 0.00% | −2,216−97.8% | Reduced |
| MidFirst Bank | 49 | $10.1K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 48 | $9.90K | 0.00% | +21+77.8% | Added |
| Sims Investment Management, LLC | 48 | $9.90K | 0.00% | +48 | New |
| Bruce G. Allen Investments, LLC | 47 | $9.70K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $9.70K | 0.00% | +23+95.8% | Added |
| Manchester Capital Management LLC | 43 | $8.87K | 0.00% | +1+2.4% | Added |
| Bare Financial Services, Inc | 43 | $8.87K | 0.00% | +29+207.1% | Added |
| SOA Wealth Advisors, LLC. | 43 | $8.87K | 0.00% | +43 | New |
| TD Private Client Wealth LLC | 42 | $8.67K | 0.00% | +17+68.0% | Added |
| Tradewinds Capital Management, LLC | 40 | $8.25K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 39 | $8.05K | 0.00% | −9−18.8% | Reduced |
| Valued Wealth Advisors LLC | 39 | $8.05K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 38 | $7.84K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 38 | $7.84K | 0.00% | +34+850.0% | Added |
| Vanguard National Trust Co | 37 | $7.63K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 37 | $7.63K | 0.00% | +2+5.7% | Added |
| Synergy Investment Management, LLC | 38 | $7.59K | 0.00% | +14+58.3% | Added |
| Salomon & Ludwin, LLC | 36 | $7.53K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 36 | $7.43K | 0.00% | −732−95.3% | Reduced |
| Evolution Wealth Management Inc. | 34 | $7.01K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 33 | $6.81K | 0.00% | +8+32.0% | Added |
| AdvisorNet Financial, Inc | 32 | $6.60K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 32 | $6.60K | 0.00% | +1+3.2% | Added |
| Rialto Wealth Management, LLC | 32 | $6.60K | 0.00% | +13+68.4% | Added |
| Creative Capital Management Investments LLC | 32 | $6.60K | 0.00% | +32 | New |
| Cornerstone Financial Management LLC | 31 | $6.40K | 0.01% | +5+19.2% | Added |
| Downshift Financial, LLC | 31 | $6.40K | 0.00% | +31 | New |